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Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®

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Manage episode 375804796 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: [email protected]

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 375804796 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: [email protected]

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com

  continue reading

26 episodes

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